FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$408K 0.02%
2,727
+1,037
327
$400K 0.02%
7,526
-259
328
$398K 0.02%
1,365
+352
329
$396K 0.02%
3,522
-14
330
$393K 0.02%
2,031
+218
331
$393K 0.02%
2,469
-47
332
$391K 0.02%
3,124
-1,133
333
$390K 0.02%
8,579
+76
334
$389K 0.02%
5,223
-196
335
$388K 0.02%
1,416
-78
336
$387K 0.02%
11,607
-3,344
337
$383K 0.02%
9,905
+1,071
338
$381K 0.02%
1,051
-8
339
$381K 0.02%
5,095
-57
340
$380K 0.02%
4,056
+791
341
$374K 0.02%
10,208
+407
342
$374K 0.02%
22,417
-4,000
343
$373K 0.02%
16,347
+305
344
$372K 0.02%
2,081
345
$372K 0.02%
1,056
+243
346
$371K 0.02%
2,180
+69
347
$369K 0.02%
22,165
-411
348
$367K 0.02%
9,278
+684
349
$366K 0.02%
2,276
+402
350
$366K 0.02%
8,838
+1,107
12 13
14
15 16